Team Leader- Financial Institutions Group

hace 2 semanas


San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

In consultation with team Manager, provide day-to-day mentorship and direction for Associates and Senior Associates regarding analytical tasks, workload, and output
- Mentor and guide team members
- Train new joiners, seek improvement in training plans
- Quality check team members' work, ensuring work delivered is in line with agreed standards, look for ways to improve quality of team's output
- Assist team Manager with monthly reporting and other projects
- Lead day to day initiatives sought at improving processes and work assignments
- Proactively seek opportunities to improve existing process efficiencies
- Document new, revised processes
- Contribute to the tasks performed by the team to meet task completion targets by the agreed timelines
- Other responsibilities as assigned by management.
- Minimum undergraduate degree (e.g., Bachelor's degree) ideally within the financial field (Economics, Finance, Banking, Business administration, Accounting)
- Meaningful work experience, including in a team leader, manager role would be an advantage
- Knowledge or expertise in financial institutions (Banks, Insurance companies, Asset managers) and debt capital markets desired
- Ability to actively manage a team and maintain the highest efficiency and engagement
- Demonstrates solid understanding of MS programs including Outlook, Word, Excel, and PowerPoint
- Proven verbal, written communication, and interpersonal skills
- Strong interpersonal skills, attention to detail, with ability to adapt to a changing environment and prioritize tasks accordingly

Ratings Operations & Controls

Moody's is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.
Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions.



  • San Francisco, Heredia, Costa Rica Moody's A tiempo completo

    Support Credit & Analytical Work for the Financial Institutions Group (Banking, Insurance, Asset Management):- Analyzing financial statements with focus on credit conditions- Reviewing and analyzing ratios- Preparing spreadsheets and charts- Writing analytical commentary- Identifying trends in data- Developing proven understanding of Moody's methodologies-...

  • Team Leader

    hace 4 semanas


    San Francisco, Heredia, Costa Rica Lseg (London Stock Exchange Group) A tiempo completo

    The Team Leader - Quality Team - Due Diligence will be responsible for empower, handle, and lead a high-performance team responsible for client due diligence product delivery and support, train, and mentor onsite and offshore team with on time delivery of due diligence reports.Day to day responsibilities include:- Ensure delivery of high-quality services to...

  • Team Leader

    hace 3 semanas


    San Francisco, Heredia, Costa Rica LSEG (London Stock Exchange Group) A tiempo completo

    The Team Leader - Quality Team - Due Diligence will be responsible for empower, handle, and lead a high-performance team responsible for client due diligence product delivery and support, train, and mentor onsite and offshore team with on time delivery of due diligence reports.Day to day responsibilities include:- Ensure delivery of high-quality services to...

  • Financial Data Analyst

    hace 6 días


    San Francisco, Heredia, Costa Rica beBeeFinance A tiempo completo $52.000 - $73.000

    Financial Institutions Group AssociateWe are seeking a highly motivated and detail-oriented professional to support our Credit & Analytical Work for the Financial Institutions Group. This role involves analyzing financial statements, reviewing and analyzing ratios, preparing spreadsheets and charts, writing analytical commentary, identifying trends in data,...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    People management responsibilities include the following:- Participate in recruitment, selection and onboarding activities for "class" and ad hoc hiring- Lead performance evaluation process of FDAs supporting FIG teams; provide ongoing coaching and feedback as appropriate- Identify and supervise hard-working FDAs and provide input into the promotion process-...


  • San Francisco, Heredia, Costa Rica Moody's A tiempo completo

    People management responsibilities include the following:- Participate in recruitment, selection and onboarding activities for "class" and ad hoc hiring- Lead performance evaluation process of FDAs supporting FIG teams; provide ongoing coaching and feedback as appropriate- Identify and supervise hard-working FDAs and provide input into the promotion process-...


  • San Francisco, Heredia, Costa Rica Moody's A tiempo completo

    The FDA uses accounting and finance knowledge and judgment to perform financial statement analysis, adjust reported data per relevant methodology requirements and review and analyze ratios.- Responsible for reviewing and understanding financial statements, official statements and other documents related to issuers' performance.- Work directly with ratings...

  • Team Leader

    hace 2 semanas


    San Francisco, Heredia, Costa Rica BCD Travel Corporate A tiempo completo

    **Bring your passion and energy to our growing team. We're hiring****Travel Agent Lead **(Hybrid)**- Full time, Heredia, Costa Rica_As part of the Travel Consultant Team, you will be responsible for day-to-day management of a travel consultant team, including managing key performance indicators (KPI), workload, providing support and coaching. You will be the...

  • Team Leader

    hace 4 semanas


    San Francisco, Heredia, Costa Rica Bcd Travel Corporate A tiempo completo

    **Bring your passion and energy to our growing team.We're hiring****Travel Agent Lead **(Hybrid)**- Full time, Heredia, Costa Rica_As part of the Travel Consultant Team, you will be responsible for day-to-day management of a travel consultant team, including managing key performance indicators (KPI), workload, providing support and coaching.You will be the...


  • San Francisco, Heredia, Costa Rica Citi A tiempo completo

    The CAA professional is responsible for supporting financial reporting of various Institutional Client Group (ICG) Legal Entities and Segments within Citi, also supports Controllers in fulfilling responsibilities related to financial accountability, entity governance, policies and procedures.Also, we facilitate the interaction with other key areas such as...